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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,490 | $156,927-57.6% | $121,169-45.1% | $139,456-52.3% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 18.49% | 1475.85%-1457.4pp | 986.71%-968.2pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,022 | $5,542-45.5% | $4,168-27.5% | $4,753-36.4% |
| Participant deferral / active EE | $7,613 | $4,848+57.0% | $4,083+86.5% | $6,711+13.4% |
| Admin fee / account holder | $1,327 | $6,946-80.9% | $5,645-76.5% | $11,407-88.4% |